| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A multi-currency business account offering international transfers at the real exchange rate with low transparent fees. |
| Pricing |
Subscription (Custom pricing) |
Pay_per_use (Low fees per transfer) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Multi-currency account
- Real exchange rate
- International transfers
- Debit cards
- Batch payments
- API
- Accounting integrations
- Invoicing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Real exchange rate
- Very low fees
- Multi-currency holding
- Transparent pricing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Not a full bank
- Limited lending
- Transfer limits
- Some features US-only
|
